Solving the Financial Puzzle

Ep 155: Are You Paying Enough Attention to Your Largest Assets?

May 11, 2020

As investors, we’re always looking out ahead towards our goals in retirement so we’re constantly striving to move forward. But doing that can lead to us forgetting about the importance of managing what we already have. Let’s look at the important assets in our portfolio that might get overlooked and why it’s important to be evaluating your positions.


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Today's show schedule: 

0:59 – How is Nikki dealing with the pandemic. 

2:37 – Maybe the most overlooked thing is an old 401k.

3:25 – A surprising stat that shows we’re not in tune with our investments.

6:04 – Your house and considerations you should be making about this asset.

8:57 – Social Security - what should you be thinking about here?

11:21 – Improving your future savings potential

13:28 – Should you combine your smaller accounts?

15:09 – Diversifying is important but many times clients aren’t overlapping investments.

16:32 – How does Nikki and the team help clients manage these investments?